Instructor/ Trainer/ Coach Checklist

This checklist provides all the necessary tasks an Instructor/ Trainer or a Coach should be able to complete before the member launch.

 

 

Classes Checklist

1.

Ensure that you can mark Attendance for a class on the Mobile App and Web app.

2.

Ensure that you can request a Substitute for a class through the Mobile App or Web App. ( If the club is using the Instructor Substitution module)

3. How to add a member or non-member attendee to a class through the Manage Booking option.

 

 

 

Services Checklist

1.

How to schedule an appointment for a Private Service through the Mobile App.

2. How to schedule an appointment for a Private Service through the Web App.
3.

How to schedule an appointment for a Semi-Private Service through the Mobile App.

4.

How to schedule an appointment for a Semi-Private Service through the Web App.

5. How to edit or reschedule an appointment on the Mobile App and Web App.

 

 


Calendar

1. How to add a member through Calendar > Manage Booking.
2. How to delete a booking through Calendar > Manage Booking.
3. How to waitlist a member/user to a class or a program through Calendar > Manage Booking.
4. How to schedule, delete, and edit an appointment through the Calendar on the Mobile app and Web app.
5. How to schedule an event on the calendar on the Mobile app and Web app.
6. How to see availabilities of Resources ( Courts, Equipment, Rooms, etc. ) and Trainers.